Family Legacy Financial Solutions, LLC: 13F holdings
CIK 20760682026Q2
| Positions | 65 |
|---|---|
| Reported value | $164.0m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMD ADVANCED MICRO DEVICES I | 59,760 | $30.9m | 18.9% |
| SCHX SCHWAB U.S. LARGE-CAP ETF | 759,646 | $22.4m | 13.6% |
| SCHM SCHWAB U.S. MID-CAP ETF | 363,994 | $13.4m | 8.2% |
| STIP ISHARES 0-5 YEAR TIPS BOND ETF | 114,882 | $11.7m | 7.2% |
| LLY ELI LILLY & CO | 8,341 | $10.1m | 6.2% |
| SCHA SCHWAB U.S. SMALL-CAP ETF | 226,936 | $8.2m | 5.0% |
| USFR WISDOMTREE FLOATING RATE TREASURY FUND | 151,682 | $7.6m | 4.7% |
| RVTY REVVITY INC | 54,208 | $6.2m | 3.8% |
| SCHF SCHWAB INTERNATIONAL EQUITY ETF | 172,961 | $4.8m | 2.9% |
| QQQM INVESCO NASDAQ 100 ETF | 15,470 | $4.7m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2076068")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.